FX SALES DEALER
Bank of the Philippine Islands (BPI)
Date: 3 weeks ago
City: Manila
Contract type: Full time
The Treasury Corporate FX Sales Officer is primarily responsible for marketing Treasury products & services (foreign exchange and derivatives) to assigned market coverage.
Core Responsibilities
Core Responsibilities
- Expands relationship with existing accounts and cultivates new ones
- Ascertains that all Foreign Exchange and Derivatives sales activities with clients are accurate, within the given credit limits, and compliant with the documentation required by internal and external regulations
- Generates spreads and Foreign Exchange trading income (including the management of intra-day sales trading positions) to achieve set budget targets for the year and to contribute to the overall income of the bank
- Conducts regular client meeting to understand client’s business and provide financial advisory
- Endeavors to timely update clients on market developments and forecasts;
- Implements all internal and external regulatory requirements including business compliance when dealing with clients
- Participates in innovative projects related to the business
- Bachelor’s degree in Business, Finance, Economics, or Accounting
- Master’s degree in Business or Economics is preferred but not required
- Must hold a Certified Treasury Professional (CTP) designation
- At least 1 year of experience in Treasury, Financial Markets, or Sales
- Strong exposure to FX and Derivatives trading and sales is highly desirable
- Proven experience in client-facing roles with corporate or institutional accounts
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